Latest Institutional Transactions on Vertiv Holdings CO (VRT)
This table provides information on the latest institutional transactions involving Vertiv Holdings CO (VRT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
500+ 6.25% |
N/A
|
8.5K
$737K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200New |
N/A
|
200
$17.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
537+ 23.0% |
N/A
|
2.87K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-274K- 7.21% |
N/A
|
3.53M
$306M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23+ 0.9% |
N/A
|
2.59K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.64K+ 386.52% |
N/A
|
2.06K
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.24K+ 33.63% |
N/A
|
8.9K
$772K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.52K+ 0.83% |
N/A
|
916K
$79.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 17.16% |
N/A
|
69.5K
$6.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.38K+ 98.23% |
N/A
|
2.79K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.64K- 17.45% |
N/A
|
7.77K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 1.34% |
N/A
|
453
$39.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-6.46K- 13.37% |
N/A
|
41.8K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
770+ 54.92% |
N/A
|
2.17K
$188K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.49K+ 9.71% |
N/A
|
95.9K
$8.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100New |
N/A
|
100
$8.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.87K+ 5.71% |
N/A
|
71.6K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
190KNew |
N/A
|
190K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
71.1K+ 26.65% |
N/A
|
338K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.59K- 18.66% |
N/A
|
6.92K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 25.95% |
N/A
|
7.76K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 4.93% |
N/A
|
42.7K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
100New |
N/A
|
100
$8.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
527+ 8.45% |
N/A
|
6.76K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-3- 0.78% |
N/A
|
383
$33.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-920- 39.33% |
N/A
|
1.42K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 8.42% |
N/A
|
23.7K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20New |
N/A
|
20
$1.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-343- 8.47% |
N/A
|
3.71K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 24.77% |
N/A
|
3.63K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
6.12KNew |
N/A
|
6.12K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5New |
N/A
|
5
$433
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.03K+ 2.85% |
N/A
|
36.9K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.48K+ 5.93% |
N/A
|
44.3K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.13KNew |
N/A
|
2.13K
$185K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.54K+ 42.45% |
N/A
|
5.18K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.08K+ 4.2% |
N/A
|
76.4K
$6.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Reaves W H & CO Inc
|
SELL
|
- |
-80.1K- 20.29% |
N/A
|
315K
$27.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
45.9K+ 2.7% |
N/A
|
1.75M
$151M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
68.4KNew |
N/A
|
68.4K
$5.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.2K+ 15.51% |
N/A
|
8.94K
$774K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
5.6KNew |
N/A
|
5.6K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
231K+ 56.25% |
N/A
|
643K
$55.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-789- 17.99% |
N/A
|
3.6K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.77K+ 55.74% |
N/A
|
13.3K
$1.16M
|